Availability All Editions
Configure the program overview to quickly view basic details about a program, such as summarized financial data or the responsible program manager.
Where to Find
You can find the Program Overview in the following views:
Click the information icon in the right sidebar to open the Information Panel that contains the Program Overview:
The Program Overview displays additional information for the program you have selected in your current view.
To ensure you’re not missing crucial information, the Program Overview always displays the data of the entire program for figures such as Planned Allocation Total. The portfolio and date range you select in the top left of your screen do not affect these figures.
How to Configure the Program Overview
In the Administrative Rights section of your user group, you need to have the Types (Details, Overview, Add Dialog) right under System Administration > System Configuration.
The Program Overview applies to all programs.
To configure what information is displayed in the Program Overview for all users in your Meisterplan system, open the left sidebar, click Manage and select Types > Program > Program Overview:
Alternatively, open the Overview of a program in the Information Panel and click Configure Overview:
Available Fields
The following fields are available for the program overview:
- All system fields from this list
- All custom program fields under Manage > Fields > Program Fields
You need to add at least one field to the configuration to be able to save it. All users can see all program fields.